MIDDLE EAST WEALTHTECH FORUM 2021
Digital Transformation driving future of Wealth & Asset Management
DAY 1 | 08 NOVEMBER 2021, MONDAY
10:00 – 17:00
10:00 AM
WELCOME NOTE
10:05 AM
OPENING KEYNOTE – GUEST OF HONOR
10:15 AM
IMPACT OF TECHNOLOGY ON WEALTH & ASSET MANAGEMENT INDUSTRY
- Is technology replacing human touch? What do regional clients prefer?
- Growth of technology innovation in financial services
- How wealth managers and individual financial advisors adapt to WealthTech products
10:30 AM
PANEL DISCUSSION: BUILDING LONG TERM CLIENT ENGAGEMENT WITH PROGRESSIVE CUSTOMER EXPERIENCE
- How can wealth management firms and retail banks work with technology to improve D2C, or workplace distribution channels?
- Finding right balance of digital and human service to attract millennial audience?
- Best practices to retain the customer in today’s competitive world
11:00 AM
NETWORKING BREAK, MEETINGS & CONTESTS
11:15 AM
ARTIFICIAL INTELLIGENCE – TRANSFORMING THE FUTURE OF INVESTING
- AI – The next frontier in investment management
- Enhancing operational excellence with AI
- Improving product and content distribution for better customer experience with AI
11:30 AM
PANEL DISCUSSION: AN OVERVIEW OF WEALTHTECH ADOPTION IN THE REGION
- The changing face of client relationships in wealth management
- The impact of a booming Fintech and WealthTech ecosystem
- Keys to success in digitization and how financial institutions can embrace technology
12:00 PM
NETWORKING BREAK, MEETINGS & CONTESTS
12:15 PM
ENABLING AUTHENTIC CLIENT ENGAGEMENT IN REMOTE-ONLY WEALTH MANAGEMENT
- How to reinforce the essentialfeatures of digital selling during remote working
- Improvising the human-client experience model including changes in content, channels and points of connection
- How to leverage data to demonstrate program efficacy and demonstrate agility
12:30 PM
THE RISE OF ROBO ADVISORS IN WEALTH MANAGEMENT
- Why should banks invest in digital advice products and services portfolio?
- Robo advisors vs financial advisors – Creating a balance for a valuable and reliable client experience
- How Robo advisors enhances wealth management portfolios and delivers competitive advantage
12:45 PM
Q&A | CLOSING REMARKS
12:45 – 05:00 PM
SCHEDULED NETWORKING MEETINGS
DAY 2 | 09 NOVEMBER 2021, TUESDAY
10:00 – 17:00
10:00 AM
WELCOME NOTE
10:05 AM
OPENING KEYNOTE – INTERNATIONAL GUEST SPEAKER
10:20 AM
ROBOTIC PROCESS AUTOMATION – A ROADMAP FOR WEALTH MANAGEMENT
- Why is RPA relevant in investment and asset management?
- Importance of freeing wealth managers from repetitive, revenue-killing tasks
- Case study: RPA applications to the Investment Management industry
10:35 AM
PANEL DISCUSSION: THE EXPERTS INSIGHTS – PERSPECTIVES OF WEALTH, ASSET MANAGEMENT ANDPRIVATE BANKING IN MODERN DAY WEALTH MANAGEMENT
- Key areas of opportunity for technology adoption by top CEOs and COOs at wealth, asset management and private banking
- How to build a leading wealth, asset management firm or private bank in the digital age?
- New technology vs consumer needs? How to drive a successful firm
11:05 AM
NETWORKING BREAK, MEETINGS & CONTESTS
11:20 AM
THE IMPACT OF CRM IN ENABLING RELATIONSHIP-FOCUSED ASSET MANAGEMENT BUSINESS
- How to Use CRM to Build Relationship Capital?
- How can CRMs keep Asset Managers on top of regulatory and compliance requirements?
- Harnessing the power of data, insights and improved advisor efficiency
11:35 AM
PANEL DISCUSSION: THE NEXT BIGGEST THING IN WEALTH AND ASSET MANAGEMENT – CRYPTOCURRENCY
- Rise of Crypto – Thinking beyond bitcoin
- Cryptocurrency scams and how to protect the client’s investments
- How to handle common client questions regarding investments in cryptocurrency
12:05 PM
NETWORKING BREAK, MEETINGS & CONTESTS
12:20 PM
THE REGTECH REVOLUTION: COMPLIANCE AND WEALTH MANAGEMENT IN 2021
- How Regtech will be key in clearing up the perennial regulatory cloud?
- Does the future belong to AI & ML aligned with human intelligence?
- How data driven Regtech powers regulatory productivity?
12:35 PM
WEALTH MANAGEMENT TRANSFORMATION: AN OPEN-ECOSYSTEM APPROACH
- What are the benefits of a platform-based ecosystem?
- How Open Ecosystems help accelerate innovation and digital transformation in Wealth Management
- How can the full potential of FinTech’s be unlocked?
12:50 PM
Q&A | CLOSING REMARKS
12:50 – 05:00 PM
SCHEDULED NETWORKING MEETINGS